W Advisors LLC’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$896K Sell
2025
Q1
$784K Sell
2024
Q4
$918K Buy
2024
Q3
$797K Sell
2024
Q2
$785K Hold
2024
Q1
$722K Sell
2023
Q4
$697K Sell
2023
Q3
$702K Buy
2023
Q2
$727K Sell
2023
Q1
$670K Buy
2022
Q4
$549K Buy
2022
Q3
$412K Sell
2022
Q2
$458K Sell
2022
Q1
$593K Hold
2021
Q4
$663K Buy